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Broadway Wealth Solutions’s Salesforce CRM Stock Holding History

Broadway Wealth Solutions’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$346K Buy
1,268
+73
+6% +$19.9K 0.22% 44
2025
Q1 		$321K Sell
1,195
-22
-2% -$5.91K 0.23% 43
2024
Q4 		$407K Buy
+1,217
New +$407K 0.31% 34